Filed June 13, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $227,282 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $64,931 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $24,675 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,081 | $117,148-29.1% | $67,502+23.1% | $99,062-16.1% |
| Participation rate | 80.5% | 72.7%+7.9pp | 72.9%+7.7pp | 71.6%+8.9pp |
| Annual return | 11.94% | 14.15%-2.2pp | 3512.12%-3500.2pp | 17.66%-5.7pp |
| Employer contribution / active EE | $1,332 | $4,623-71.2% | $2,731-51.2% | $3,262-59.2% |
| Participant deferral / active EE | $3,797 | $4,782-20.6% | $4,000-5.1% | $5,331-28.8% |
| Admin fee / account holder | $45 | $50-9.9% | $3,998-98.9% | $109-58.6% |